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Reporting Access Level

This short guide will take you through how to change a user's reporting permissions. Reporting Level List. Tenancy Admin - This user can see all Tenancy Reporting and access the Tenancy admin tools.…

Sam McDougall
Updated by Sam McDougall
This short guide will take you through how to change a user's reporting permissions.

Reporting Level List

  • Tenancy Admin - This user can see all Tenancy Reporting and access the Tenancy admin tools
  • Tenancy - Reporting Only - Tenancy wide view
  • Location - Reporting Only - Location wide view
  • Department - Reporting Only - Department wide view

Changing a User's Reporting Level

You will need to be a Tenancy Admin to complete the steps below.

  1. Select the 'Users' option in the left hand menu, shown below.
  1. On the 'User Management' tab find the user that you would like to give report access to. Click the 'View' button on that user and the user details will appear, shown below:
  2. Update the 'Reporting Level' on the 'User Settings' tab to the desired level, detailed below.

Reporting Levels

If this user is already an admin, please remove this before starting the below.
  1. Click the toggle on the right hand side of 'Reporting Level' (this will become enabled).
  2. Select the level of reporting access from the dropdown that appears.
  1. You will see a short wait time. Once complete, the Reporting Level is assigned.

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